Wealthcare Advisory Partners’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Wealthcare Advisory Partners’s Portfolio FNX Stock Details FNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-915	Closed	-$86K	–	1002
2021 Q1	$86K	Buy	+915	New	+$83K	0.01%	713
2020 Q2	–	Sell	-2,155	Closed	-$104K	–	692
2020 Q1	$104K	Buy	2,155 +1,525	+242%	+$98.8K	0.02%	366
2019 Q4	$46K	Hold	630	–	–	0.01%	566
2019 Q3	$43K	Hold	630	–	–	0.01%	564
2019 Q2	$43K	Hold	630	–	–	0.01%	546
2019 Q1	$42K	Hold	630	–	–	0.01%	504
2018 Q4	$36K	Hold	630	–	–	0.01%	499
2018 Q3	$45K	Sell	630 -100	-14%	-$7.11K	0.01%	490
2018 Q2	$50K	Hold	730	–	–	0.01%	462
2018 Q1	$48K	Hold	730	–	–	0.01%	405
2017 Q4	$48K	Hold	730	–	–	0.01%	375
2017 Q3	$45K	Buy	+730	New	+$43.6K	0.01%	316

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthcare Advisory Partners's FNX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2021, closing a stake of 915 shares — an estimated $86K sold.

Wealthcare Advisory Partners first reported a position in FNX in Q3 2017 and held it in 12 quarters. The position peaked at $104K in Q1 2020. 140 funds tracked by Wall St. Rank hold FNX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 915 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2021, an estimated $86K.
Wealthcare Advisory Partners first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's First Trust Mid Cap Core AlphaDEX Fund position peaked at $104K in Q1 2020.
140 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.